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United Parcel Service

2,245 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 789 increasing their positions, 995 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,245
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.91%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.66%
New
246
Increased
789
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
1976
Matthew Hamilton Rosenberg
$205K -$47.5K -302 -19%
SWM
1977
Selective Wealth Management
Virginia
$205K -$27.9K -178 -12%
EWM
1978
EPG Wealth Management
Georgia
$205K +$725 +5 +0.4%
WE
1979
Wealth Effects
Massachusetts
$204K -$9.12K -58 -4%
AA
1980
Auxano Advisors
Washington
$204K -$8.02K -51 -4%
SFO
1981
Stokes Family Office
Louisiana
$203K -$88.5K -563 -30%
MWP
1982
Madison Wealth Partners
Wisconsin
$202K
VWM
1983
Vigilare Wealth Management
Arizona
$202K
APG
1984
Abacus Planning Group
South Carolina
$202K -$23.4K -149 -10%
BCA
1985
Bay Colony Advisors
Massachusetts
$202K +$202K +1,284 New
LAM
1986
Lifestyle Asset Management
Texas
$202K -$17.8K -113 -8%
LFG
1987
Larson Financial Group
Missouri
$201K +$15.7K +100 +8%
AWM
1988
Avior Wealth Management
Nebraska
$201K +$5.98K +38 +3%
KWS
1989
Keystone Wealth Services
California
$201K +$201K +1,276 New
WFI
1990
West Family Investments
California
$200K -$3.46K -22 -2%
QC
1991
Quent Capital
New York
$199K +$70.1K +446 +54%
NFSG
1992
Newbridge Financial Services Group
Florida
$199K -$2.52K -16 -1%
GJIA
1993
Glass Jacobson Investment Advisors
Maryland
$197K
SWM
1994
Sugarloaf Wealth Management
Georgia
$193K -$23.7K -151 -11%
PMFA
1995
Plante Moran Financial Advisors
Michigan
$191K +$32.4K +206 +20%
BWM
1996
Baystate Wealth Management
Massachusetts
$190K -$315 -2 -0.2%
BGAI
1997
Bruce G. Allen Investments
Colorado
$190K +$190K +1,206 New
SIMG
1998
Stephens Investment Management Group
Texas
$189K
TC
1999
Trust Company
Kansas
$189K
GWS
2000
Glassman Wealth Services
Virginia
$186K +$19K +121 +11%